# Trustees Of Operating Engineers Local 112 Health & Welfare Trust 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-operating-engineers-local-112-health-welfare-trust-261382332-501

> Trustees Of Operating Engineers Local 112 Health & Welfare Trust's 401(k) plan: 533 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Operating Engineers Local 112 Health & Welfare Trust

- **Sponsor EIN:** 261382332

- **Sponsor Address:** 2716 S. RANGELINE RD, ANDERSON, IN, 46017

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 533

- **Total Assets:** $60.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|533|$60.8M|$8.2M|$0|

| 2023|533|$58.2M|$9.0M|$0|

| 2022|515|$54.4M|$7.5M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| UNITED HEALTHCARE SERVICES, INC.|Other Service Provider|$763,119|—|$763,119|

| IUOE LOCAL 112|Other Service Provider|$268,735|—|$268,735|

| BURR OAK CONSULTING|Other Service Provider|$65,371|—|$65,371|

| CLIFTONLARSONALLEN LLP|Auditor|$60,877|—|$60,877|

| JOHNSON INVESTMENT COUNSEL, INC.|Other Service Provider|$53,480|—|$53,480|

| SEIX INVESTMENT ADVISORS|Other Service Provider|$27,162|—|$27,162|

| NETFIDELIS, INC.|Other Service Provider|$23,815|—|$23,815|

| HAMMOND & SHINNERS PC|Other Service Provider|$19,720|—|$19,720|

| INVESTMENT CONSULTING SERVICES, LLC|Other Service Provider|$17,750|—|$17,750|

| AMALGAMATED BANK|Other Service Provider|$13,295|—|$13,295|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,313,324

- **Estimated Expense Ratio:** 2.161% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,364,717|$105,021|$763,119|$60,877|—|

| 2023|$1,022,455|$89,174|$481,255|$74,332|—|

| 2022|$1,156,208|$101,501|$621,833|—|$103,722|

## Similar Plans

- [Irving Materials, INC.](https://planprovider.pro/companies/irving-materials-inc-843316965-501) — 2,352 participants

- [Townsend Tree Service Company, INC.](https://planprovider.pro/companies/townsend-tree-service-company-inc-401k-plan-004) — 1,876 participants

- [Centurion Industries, INC.](https://planprovider.pro/companies/centurion-industries-inc-401k-plan) — 1,393 participants

- [Board Of Trustees Of Teamsters Union Local No.142 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-of-teamsters-union-local-no-142-annuity-fund-plan) — 1,330 participants

- [Board Of Trustees Operating Engineers 112 Defined Contribution Pension](https://planprovider.pro/companies/board-of-trustees-operating-engineers-112-defined-contribution-pension-plan) — 1,025 participants

- [Centurion Industries, INC.](https://planprovider.pro/companies/centurion-industries-inc-351463465-501) — 802 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-operating-engineers-local-112-health-welfare-trust-261382332-501)

© 2026 PlanProvider.Pro